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The one fund family lineup Is a bad idea

You must know about the shoemakers’ children and how they go barefoot and have no shoes...

The meaningless of awards

I work in an industry that has a terrible reputation. Not the retirement plan industry, t...

Terrorism law trumps anti-alienation rights under ERISA

The son of a man killed by a Colombian guerrilla group can obtain money from a 401(k) acc...

BlackRock adding annuities to product lineup

With a push for fixed income products, there is n shock that  BlackRock is putting a...

You may not be what they need right

When it comes to Super Hero movies, the best by far is The Dark Knight. It was a gripping...

Putting yourself as #1 is when you get into trouble

If there is one situation that I see consistently with plan providers landing in trouble,...

The problem with former employees

I always say that the reason I don’t have employees is I was an employee once too. My j...

They will never change leadership

When I was a Vice President of a synagogue, I knew the position was hopeless because I wa...

The #1 metric has to be client satisfaction

The thing I hated most of my time at that certain Long Island law firm was that the only ...

Vanguard to add auto portability service

Vanguard has announced that they will introduce an auto-portability service for its 401(k...